Matthew James Morris

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 07/2018
  Willis Capital Markets
  New York, NY
• 03/2023 → 08/2025
  Wells Fargo Securities, Llc
  New York, NY
• 08/2025 → 02/2026
  Unemployed
  New York, NY
• 03/2026 → Present
  State Farm Insurance
  Mount Vernon, NY
• 03/2026 → Present
  State Farm Vp Management Corp.
  Mount Vernon, NY
• 02/2026 → Present
  State Farm Investment Management Corp
  Mount Vernon, NY
• 08/2022 → 02/2023
  Unemployed
  New York, NY
• 02/2021 → 07/2022
  Vault Risk Management
  New York, NY
• 08/2018 → 02/2021
  Greenhill &Amp; Co, Llc
  New York, NY
• 06/2009 → 07/2018
  Willis Securities, Inc
  New York, NY

Other Businesses

1) State Farm; Investment-related; One State Farm Plaza, Bloomington, IL 61710; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); State Farm employee; Intern; 02/21/2026; 80; 80; Service customers

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-07
• S63 Uniform Securities Agent State Law Examination
  2023-08-23

Other Names

• Matthew James Morris
• Matthew J Morris
• Matthew Morris